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Reports

For: Owner, Admin

Sales, money in, expenses and profit for any date range and branch.

Reports shows whether the business is growing and where the money goes: sales, money in, expenses and profit, against the previous period.

For owners and admins. Admins see profit without payroll.

Steps to read the reports

  1. Press the range button at the top left, such as This month. Pick a quick range, or Pick dates and press Apply. A range is at most 366 days.

    The range picker with quick ranges and two calendar months
  2. Pick the branch in the sidebar's branch picker, or Every branch.

    The branch picker open with Every branch and two branches
  3. Press Add comparison to add Last month, Last year, By quarter or your own dates, up to 4 comparisons.

    The Add comparison menu
  4. Read the headline figures: Net sales, Money in, Not yet paid, Orders, Expenses, Net profit and more, each with its change.

    The headline figures, each with its change against the previous period
  5. Below them, the sales calendar shows one square per day across the year: the darker, the busier. Pick the year on the right, and click a day for its detail.

    A year of the sales calendar with the year picker on the right
  6. Scroll to the daily chart of sales, money in and expenses, then branches side by side, services, payment methods, receivables by age, top customers and Ways to grow.

    The chart of net sales, money in and expenses per day

Expenses are stock purchases and payroll, so an admin's profit card reads Net profit (excluding payroll). Press Export to Excel to download the same figures as .xlsx.